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iShares Core S&P Mid-Cap ETF

1,301 hedge funds and large institutions have $34.8B invested in iShares Core S&P Mid-Cap ETF in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 540 increasing their positions, 470 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,079% more call options, than puts

Call options by funds: $242M | Put options by funds: $20.5M

39% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 56

15% more repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 470

2.23% more ownership

Funds ownership: 348.06%350.28% (+2.2%)

1% more funds holding

Funds holding: 1,2891,301 (+12)

1% more funds holding in top 10

Funds holding in top 10: 246248 (+2)

0% less capital invested

Capital invested by funds: $34.9B → $34.8B (-$56.1M)

Holders
1,301
Holders Change
+12
Holders Change %
+0.93%
% of All Funds
28.53%
Holding in Top 10
248
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.81%
% of All Funds
5.44%
New
78
Increased
540
Reduced
470
Closed
56
Calls
$242M
Puts
$20.5M
Net Calls
+$222M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
401
Advisory Services Network
Georgia
$5.57M
MWM
402
Merriman Wealth Management
Washington
$5.52M +$4.84M +125,875 +739%
LNB
403
Ledyard National Bank
$5.5M +$51.5K +1,340 +0.9%
NCM
404
Novare Capital Management
North Carolina
$5.5M -$138K -3,600 -2%
SLT
405
St Louis Trust
Missouri
$5.5M
MPW
406
MA Private Wealth
California
$5.45M -$833K -21,685 -13%
CA
407
Crewe Advisors
Utah
$5.45M +$1.43M +37,180 +36%
QCG
408
Quadrant Capital Group
Ohio
$5.39M -$1.94M -50,605 -27%
MC
409
Middleton & Co
Massachusetts
$5.38M +$52.1K +1,355 +1%
N
410
Natixis
France
$5.38M +$211K +5,495 +4%
HCC
411
Hirtle Callaghan & Co
Pennsylvania
$5.31M
APSP
412
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.25M +$28.8K +750 +0.6%
LFAS
413
Level Four Advisory Services
Texas
$5.24M -$1.19M -31,060 -19%
GHCM
414
Glen Harbor Capital Management
California
$5.22M +$215K +5,600 +4%
MSAM
415
Moloney Securities Asset Management
Missouri
$5.2M -$2.55M -66,320 -33%
CCT
416
Country Club Trust
Missouri
$5.2M +$324K +8,435 +7%
BA
417
Bristlecone Advisors
Washington
$5.13M -$884K -23,000 -15%
PCFFS
418
Pacific Center for Financial Services
California
$5.12M +$419K +10,900 +9%
Chevy Chase Trust
419
Chevy Chase Trust
Maryland
$5.04M -$231K -6,010 -4%
Millennium Management
420
Millennium Management
New York
$5.03M +$1.63M +42,355 +48%
VFP
421
Verus Financial Partners
Virginia
$5.02M +$2.72M +70,755 +119%
Squarepoint
422
Squarepoint
New York
$5.02M +$3.3M +85,750 +195%
NGA
423
Naples Global Advisors
Florida
$5.02M +$266K +6,925 +6%
CI
424
Cavalier Investments
Georgia
$5.01M -$256K -6,670 -5%
HMC
425
Harvard Management Company
Massachusetts
$5M -$168K -4,370 -3%

IJH Hedge Fund Activity: Q3 2019 in Review

1,301 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2019, worth a combined $34.8B — down 0.16% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IJH positions and 56 closed out — a net gain of 22 holders — while 540 added to existing stakes and 470 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $105M. The largest seller was Bank of Montreal, cutting an estimated $211M.

  • 1,301 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2019, up from 1,289 in Q2 2019.
  • Funds reported $34.8B of iShares Core S&P Mid-Cap ETF stock for Q3 2019, down 0.16% quarter-over-quarter.
  • 78 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2019 and 56 closed out, a net change of +22 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2019 was First Command Advisory Services, an estimated $105M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2019 was Bank of Montreal, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2019.